This is our maiden post on the RDRcapital.com website. We plan to make regular quarterly updates on, initially, our Middle East and North Africa (MENA) portfolio and eventually on our global portfolio. In addition to the regular quarterly updates, we will publish market commentary on an ad hoc basis to discuss topics we view as relevant to our portfolios.
It is important to highlight that we do not actually invest in MENA markets. Rather, the purpose of the MENA portfolio is to demonstrate our investment philosophy and strategy, and to create a “virtual” track record. On the other hand, our global portfolio will have a verifiable track record; that is, it will reflect actual investments in the markets. (more…)